Planetree International INC

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Planetree advances person-centered care by helping healthcare organizations build human-centered cultures that improve experiences, strengthen performance, and deliver better outcomes for patients, families, caregivers, and staff.

501(c)(3) charity; gifts are tax-deductible.
23¢ of each $1 spent went to programs.
Run by 19 volunteers and 13 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $398K a year · 11% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
23%
of spending
Concern: 23% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.5M
to officers and key staff · 35% of spending
Concern: pay to officers and key staff is 35% of spending; over 30%.
Pt VII · Sec A
<1 mo
of spending, in cash
Plus $1.7M in investments, Pt X · Ln 11–13
Fine: 0.9 months of spending in cash, plus $1.7M in investments.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $16
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$4.4M
141% of total assets
Concern: liabilities are 141% of assets; over 80%.
Pt X · Ln 26
Independent board members
19
of 21 voting members
Looks good: 19 of 21 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.9M
+52% vs prior year
Spent
$4.5M
To programs
23%
Net assets
−$1.3M
By yearFY2020–FY2025
Revenue
$2.9M
FY2025▲ +52%
Tap a bar for its year
Revenue by fiscal year
FY2020$4.6M
FY2021$4.3M
FY2022$4.0M
FY2023$3.5M
FY2024$1.9M
FY2025$2.9M
Expenses
$4.5M
FY2025▲ +48%
Tap a bar for its year
Expenses by fiscal year
FY2020$4.6M
FY2021$3.9M
FY2022$3.9M
FY2023$3.8M
FY2024$3.0M
FY2025$4.5M
Net assets
−$1.3M
FY2025▼ -8%
Tap a bar for its year
Net assets by fiscal year
FY2020$245K
FY2021$75K
FY2022−$85K
FY2023−$294K
FY2024−$1.2M
FY2025−$1.3M

From the FY2025 Form 990 (year ending September 2025) · figures checked against the IRS filing · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Nov 1998.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

23 cents of each dollar spent went to programs.

Program services 23% · $1.0M Management & general 77% · $3.4M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

25 people listed on the 990; $1.5M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
President/Bod Secretary(til 11/23)
$915,427Pt VII · Sec A
President,bod Secretary
$275,201Pt VII · Sec A
$139,281Pt VII · Sec A
Finance Director
$103,948Pt VII · Sec A
Director Global Consulting Network
$101,462Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Susan Frampton PHD’s $915K as President/Bod Secretary(til 11/23) is at the 99th percentile of top reported officer pay among 3128 $1–10M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Susan Frampton PHD$915,427$182,771$325,616$293,794$254,895$286,029
Michael L Giuliano$275,201$230,359$128,777———
Karin Jay—$149,120$226,825$203,632$165,962$184,434
Jill Golde———$195,562$156,808$154,548
Dustin T Fennell————$195,165$183,456
Rhonda Williams——$186,503$156,903$134,683—
Sara Guastello—$149,025$162,999$134,952——
Dorothy M Sisneros————$152,627$162,182

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Planetree International INC executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Helps hospitals create healing environments focused on patient respect and supportive care.

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1 program · $1.0M · in their own filed words · FY2024
01

Planetree international, inc. Is a global nonprofit organization advancing person-centered care across the continuum of care. Planetree partners with healthcare organizations to strengthen organizational culture, improve patient, family, and workforce experiences, and foster compassionate, effective communication, and organizational…

$1.0Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 1 funder$16

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$2.9M
Ln 12
Fees for servicesLn 2g$2.8M
Other incomeLn 4–11$75K
Investment incomeLn 3$57K
Money outPt IX
$4.5M
Ln 25
Programscol B$1.0M
Managementcol C$3.4M
Owns and owesPt X
−$1.3M
net assets · Ln 32
Cash and savingsLn 1–2$324K
Total assetsLn 16$3.1M
LiabilitiesLn 26$4.4M
PeoplePt VI, VII
25
listed · VII A
PaidVII A5
Voting boardVI 1a21
IndependentVI 1b19
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$2.8M
Investment incomeLn 3$57K
Other incomeLn 4–11$75K
Gains on assetsLn 7$4K
Total revenueLn 12$2.9M
Assets in detailPt X, end of year
CashLn 1$324K
Cash and savings togetherLn 1–2$324K
InvestmentsLn 11–13$1.7M
Land, buildings, equipmentLn 10c$131K
Total assetsLn 16$3.1M
LiabilitiesLn 26$4.4M
Net assetsLn 32−$1.3M
OperationsPt I, VI
EmployeesI 513
VolunteersI 619
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$317K$324K
InvestmentsLn 11–13$1.5M$1.7M
Land, buildings, equipmentLn 10c$158K$131K
Total assetsLn 16$3.4M$3.1M
LiabilitiesLn 26$4.6M$4.4M
Net assetsLn 32−$1.2M−$1.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$306K$214K$92K
Pay of disqualified personsLn 6$7K$5K$2K
Other salaries and wagesLn 7$789K$313K$476K
Pension plan contributionsLn 8$12K$2K$10K
Other employee benefitsLn 9$289K$137K$153K
Payroll taxesLn 10$79K$38K$41K
Legal feesLn 11b$27K$27K
Investment management feesLn 11f$4K$4K
Other fees for servicesLn 11g$1.3M$97K$1.2M
Advertising and promotionLn 12$89K$89K
Office expensesLn 13$46K$5K$41K
Information technologyLn 14$303K$303K
TravelLn 17$30K$30K
Conferences, conventions and meetingsLn 19$928K$928K
Depreciation, depletion and amortizationLn 22$153K$150K$3K
Other expenses (24a–d)Ln 24$81K$52K$29K
Total functional expensesLn 25$4.5M$1.0M$3.4M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest ViewingFiled with the IRS Aug 14, 2026 $2.9M$4.5M−$1.5M−$1.3M 990 PDF
FY2024Filed with the IRS Aug 13, 2025 $1.9M$3.0M−$1.1M−$1.2M 990 PDF
FY2023Filed with the IRS Aug 15, 2024 $3.5M$3.8M−$295K−$294K 990 PDF
FY2022 $4.0M$3.9M$113K−$85K 990 PDF
FY2021Filed with the IRS Aug 12, 2022 $4.3M$3.9M$419K$75K 990 PDF
FY2020Filed with the IRS Aug 16, 2021 $4.6M$4.6M−$11K$245K 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $2,926,917 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $3,133,359$2,795,129
I-10 Investment incomePrior year $47,068$57,106
I-11 Other revenuePrior year −$1,257,163$74,682
I-12 Total revenuePrior year $1,923,264$2,926,917
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,539,091$1,482,326
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,472,607$2,967,855
I-18 Total expensesPrior year $3,011,698$4,450,181
I-19 Revenue less expensesPrior year −$1,088,434−$1,523,264
Part VI · Governance 19 of 21 board members independent, no flags
VI-1a Voting members of the governing body21
VI-1b Independent voting members19
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $2,926,917 across 5 lines filed
Lines not itemized here account for $425,688 of total revenue; see the IRS return.
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,369,441$2,369,441
VIII-3 Investment incomeExcluded from tax $53,563$53,563
VIII-5 RoyaltiesExcluded from tax $74,682$74,682
VIII-7 Net gain or loss on sales of assetsExcluded from tax $3,543$3,543
VIII-12 Total revenueRelated to mission $2,795,129 · Unrelated business $0 · Excluded from tax $131,788$2,926,917
Part IX · Statement of functional expenses $4,450,181 across 16 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $214,468 · Management $91,915$306,383
IX-6 Pay of disqualified personsPrograms $5,237 · Management $2,245$7,482
IX-7 Other salaries and wagesPrograms $312,769 · Management $475,737$788,506
IX-8 Pension plan contributionsPrograms $1,870 · Management $9,864$11,734
IX-9 Other employee benefitsPrograms $136,651 · Management $152,614$289,265
IX-10 Payroll taxesPrograms $37,751 · Management $41,205$78,956
IX-11b Legal feesManagement $26,977$26,977
IX-11f Investment management feesManagement $4,304$4,304
IX-11g Other fees for servicesPrograms $96,978 · Management $1,209,588$1,306,566
IX-12 Advertising and promotionManagement $89,339$89,339
IX-13 Office expensesPrograms $4,830 · Management $41,345$46,175
IX-14 Information technologyManagement $302,675$302,675
IX-17 TravelManagement $30,146$30,146
IX-19 Conferences, conventions and meetingsManagement $927,818$927,818
IX-22 Depreciation, depletion and amortizationPrograms $149,519 · Management $3,494$153,013
IX-24 Other expenses (24a–d)Programs $52,000 · Management $28,842$80,842
IX-25 Total functional expensesPrograms $1,012,073 · Management $3,438,108 · Fundraising $0$4,450,181
Part X · Balance sheet $3,121,779 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $316,830$324,349
X-4 Accounts receivableStart of year $1,110,503$655,377
X-9 Prepaid expenses and deferred chargesStart of year $319,263$340,844
X-10c Land, buildings and equipment, netStart of year $158,235$131,177
X-11 Publicly traded securitiesStart of year $1,519,687$1,670,032
X-16 Total assetsStart of year $3,424,518$3,121,779
X-17 Accounts payable and accrued expensesStart of year $128,600$406,019
X-19 Deferred revenueStart of year $1,429,438$1,253,902
X-25 Other liabilitiesStart of year $3,039,583$2,728,969
X-26 Total liabilitiesStart of year $4,597,621$4,388,890
X-27 Net assets without donor restrictionsStart of year −$1,205,600−$1,299,608
X-28 Net assets with donor restrictionsStart of year $32,497$32,497
X-32 Total net assets or fund balancesStart of year −$1,173,103−$1,267,111
X-33 Total liabilities and net assetsStart of year $3,424,518$3,121,779
Part XI · Reconciliation of net assets −$1,267,111 net assets at year end
XI-1 Total revenue$2,926,917
XI-2 Total expenses$4,450,181
XI-3 Revenue less expenses−$1,523,264
XI-4 Net assets at start of year−$1,173,103
XI-5 Net unrealized gains (losses) on investments$101,847
XI-9 Other changes in net assets$1,327,409
XI-10 Net assets at end of year−$1,267,111

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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